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Former iA Excellence | Assure&go: your new access to your clients’ documents

May 29, 2020 11:54:22 AM / by iA

Good news! Assure&go offers you more! You can now see most of your clients’ contract-related documents (former iA Excellence) issued after May 29 in the new My Business tab. 

Under this new tab, you will find information on your in-force contracts and new sales.

  • Accessible from Bookmark this link!
  • Easy search by date or policy (certificate) number
  • Examples of available documents: contract summaries, change confirmations, reminder and renewal notices, etc.

To stay informed on which documents have been deposited, please visit Assure&go regularly. This information will help you better respond to the needs of your clients! 

Due to the COVID-19 pandemic, client documents processed between March 16 and May 29 could not be transmitted to you. They will be retroactively added to Assure&go over the next few weeks.

Important: Administrative staff will receive an email explaining how to create an account in Assure&go.

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Topics: Insurance, Tools

Written by iA